Filed June 18, 2026
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,619 | $73,933+147.0% | $96,683+88.9% | $75,163+143.0% |
| Participation rate | 96.0% | 66.4%+29.6pp | 74.3%+21.7pp | 67.2%+28.8pp |
| Annual return | 19.25% | 26.70%-7.5pp | 35.69%-16.4pp | 160.62%-141.4pp |
| Employer contribution / active EE | $2,703 | $2,928-7.7% | $3,737-27.7% | $2,670+1.3% |
| Participant deferral / active EE | $11,165 | $3,659+205.2% | $4,878+128.9% | $4,125+170.7% |
| Admin fee / account holder | $19,411 | $5,216+272.1% | $6,730+188.4% | $5,651+243.5% |